You are not getting the full benefit of AI in your investing, because you are approaching it tool-first, not idea-first.

Rather than finding a cool new AI tool and asking “Oooh, what can this shiny new toy do for me?”

Do this:

1. Break your investing process down into small steps

2. For each step, ask whether you want to outsource it to AI, collaborate with AI or keep it fully human

3. Ask if anything were possible with AI, how would you use it to make your process faster, cheaper or higher-quality?

4. Keep iterating on integrating AI into your process as new capabilities are developed, while carefully testing each step and the system as a whole.

Treat this as an opportunity to be a process engineer and upgrade your investing process, not as a shopper in a toy store.